A detailed history of Stonegate Investment Group, LLC transactions in Duke Energy Corp stock. As of the latest transaction made, Stonegate Investment Group, LLC holds 26,577 shares of DUK stock, worth $2.98 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
26,577
Previous 26,293 1.08%
Holding current value
$2.98 Million
Previous $2.64 Million 16.28%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$99.35 - $117.71 $28,215 - $33,429
284 Added 1.08%
26,577 $3.06 Million
Q2 2024

Aug 02, 2024

BUY
$92.87 - $104.6 $49,964 - $56,274
538 Added 2.09%
26,293 $2.64 Million
Q1 2024

Apr 22, 2024

SELL
$90.65 - $99.39 $126,638 - $138,847
-1,397 Reduced 5.15%
25,755 $2.49 Million
Q4 2023

Jan 23, 2024

SELL
$85.44 - $98.31 $221,887 - $255,311
-2,597 Reduced 8.73%
27,152 $2.63 Million
Q3 2023

Oct 24, 2023

SELL
$86.65 - $95.56 $21,402 - $23,603
-247 Reduced 0.82%
29,749 $2.63 Million
Q2 2023

Jul 26, 2023

SELL
$88.01 - $99.74 $3,256 - $3,690
-37 Reduced 0.12%
29,996 $2.69 Million
Q1 2023

Apr 20, 2023

SELL
$91.55 - $105.65 $713,906 - $823,858
-7,798 Reduced 20.61%
30,033 $2.9 Million
Q4 2022

Jan 24, 2023

SELL
$86.82 - $103.84 $11,807 - $14,122
-136 Reduced 0.36%
37,831 $0
Q3 2022

Oct 28, 2022

SELL
$24.9 - $110.88 $11,727 - $52,224
-471 Reduced 1.23%
37,967 $3.53 Million
Q2 2022

Aug 09, 2022

BUY
$97.82 - $115.43 $697,358 - $822,900
7,129 Added 22.77%
38,438 $4.12 Million
Q1 2022

May 16, 2022

BUY
$97.04 - $111.66 $485 - $558
5 Added 0.02%
31,309 $3.5 Million
Q4 2021

Feb 11, 2022

BUY
$96.62 - $104.9 $3.02 Million - $3.28 Million
31,304 New
31,304 $3.28 Million

Others Institutions Holding DUK

About Duke Energy CORP


  • Ticker DUK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 769,969,024
  • Market Cap $86.4B
  • Description
  • Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electri...
More about DUK
Track This Portfolio

Track Stonegate Investment Group, LLC Portfolio

Follow Stonegate Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonegate Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonegate Investment Group, LLC with notifications on news.